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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Vogt is an active investment advisor representative with Morgan Stanley. Julie has been in the industry since 1989 and has held positions at a number of firms, including Kemper Securities Group, Inc., Securities Corporation of Iowa, Brenton Brokerage Services, Inc., and Robert W. Baird & Co. Incorporated. Julie holds Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Julie's firm provides a variety of investment advisory services, including financial planning, asset allocation advice, portfolio management, and pension consulting. The firm manages assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, institutions, and charitable organizations. Julie specializes in providing investment advice to individuals, corporations, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IA
01/07/2021 - Present
Morgan Stanley (Cedar Rapids IA)
IA
04/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CEDAR RAPIDS IA)
IA
01/01/2008 - 04/08/2008
WACHOVIA SECURITIES, LLC (CEDAR RAPIDS IA)
IA
06/29/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CEDAR RAPIDS IA)
WI
09/16/1996 - 07/18/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
01/27/1995 - 09/25/1996
BRENTON BROKERAGE SERVICES, INC. (PLYMOUTH MN)
IA
12/03/1990 - 02/02/1995
SECURITIES CORPORATION OF IOWA (CEDAR RAPIDS IA)
MO
09/04/1990 - 12/05/1990
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
01/09/1990 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
11/24/1989 - 01/09/1990
KINGLAND CAPITAL CORPORATION
BC
Issued 09/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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